Why GP Financial Services 
Your next chapter starts here

At GP Financial Services, through Affinity Financial Strategies** and Aviso Wealth*, we’re more than investment advisors.

Gain Retirement Clarity

Beyond Investments Integrated Wealth Guidance

At GP Financial Services—in partnership with Affinity Financial Strategies and Aviso Wealth*—we look beyond investments to understand your complete financial picture. By evaluating both assets and debts, our experienced team provides integrated guidance across retirement, investment, risk, tax, and estate planning. Through our Wealth Partnership Solution, we coordinate and simplify your financial affairs, offering the clarity, resources, and professional advice needed to navigate every stage of your life.

Who We Help Life-Stage Focused

  • Individuals & Growing Families
    Navigating daily financial management, budgeting, and building foundational wealth.
  • Farmers, Professionals & Business Owners
    Addressing complex tax planning, corporate assets, and risk management strategies.
  • Pre-Retirees & Retirees
    Transitioning smoothly into retirement and structuring sustainable, lifelong income flows.
  • Forward-Thinking Legacies
    Families looking to organize estate plans and pass wealth thoughtfully to the next generation.

The Complete Picture Your Financial Landscape

We want to know your complete financial picture, including both your assets and debts. This will allow us to create a detailed profile of your current financial position. Our team has the expertise to provide professional advice and guidance in Retirement Planning, Financial Management, Investment Planning, Insurance** and Risk Management, Estate Planning and Tax Planning.


Retirement Planning

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Financial Management

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Investment Planning

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Insurance** & Risk Management

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Estate Planning

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Tax Planning

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"True financial planning isn't just about managing investments; it's about understanding the complete picture of your life. My goal is to provide the strategic guidance and tailored solutions you need to navigate transitions, manage risks, and approach every stage of life with clarity and confidence."

- Chad Reich, BComm, CFP, CIM, CPCA

Your Team Experienced Guidance. Principled Planning.

With over 50 years of combined experience, the team at GP Financial Services looks at your entire financial landscape to help you map out a strategic path for tomorrow. Guided by a strict professional Code of Ethics, we place your interests first—delivering objective, confidential, and diligent advice. From foundational wealth management to specialized risk protection, our diverse team provides the collective expertise needed to support you and your family through every stage of life.

FAQ Clear Answers for Your Journey

Find answers to common questions about our integrated planning process, review schedules, and how we customize our services to support your financial journey.

Our History

  • Instead of just looking at your investments, we evaluate your entire financial landscape. This means looking at both what you own (assets) and what you owe (debts), alongside your tax position, insurance coverage, and estate wishes. By connecting these pieces, we ensure a decision made in one area—like investing—supports your goals in another, like retirement or tax planning.

  • Financial planning is an ongoing process, not a one-time event. We establish regular progress meetings tailored to your schedule and the complexity of your affairs. These reviews allow us to rebalance your investment portfolios, adjust for changing market conditions, and update your strategy as you experience major life transitions or milestones.

  • We work with a diverse group of clients across various life stages—from individuals and growing families building their financial foundation, to pre-retirees and business owners managing complex wealth. Because we offer a wide range of integrated solutions, our focus is on your readiness to proactively manage your future, rather than a strict minimum asset requirement.

  • Each insurance solution serves a specific purpose in risk management. Life insurance (Term, Whole Life, or Universal) is designed to protect your family, business, or legacy in the event of your death. Living benefits (like Disability or Critical Illness insurance) are designed to protect you and your income while you are alive, providing financial support if an unexpected health crisis or illness prevents you from working.

Start a Conversation Take The First Step Today

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